William Patrick Milby

Current Employers

Employment History

• 10/1998 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 11/2009 → 12/2024
  Bank Of America,Na
  Washington, DC
• 12/2024 → Present
  Kestra Private Wealth Services, Llc
  Arlington, VA
• 12/2024 → Present
  Kestra Investment Services, Llc
  Arlington, VA

Previous Registrations

• 1999-04-30 → 2024-12-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Washington, DC

Other Businesses

Business Name: REDOOS INC. POSITION: Founder, Owner NATURE: private ride share software INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2018 ADDRESS: 825 N Danville Street, Arlington VA 22201, United States DESCRIPTION: none currently. worked weekends and evenings for a few years getting it set up since my previous employer said I could to it since non financial industry. they said can do anything but crowd funding so when I went to raise money a few years ago they said that I could not , so I shared the email from Merrill attys and they said she is not longer with the firm. So they lied and I wasted a few hundred grand and a few years of time. Business Name: CAMPUS PRIVATE WEALTH POSITION: Founder, CEO, CIO NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/13/2024 ADDRESS: 4075 Wilson Blvd Suite 420, Arlington VA 22203, United States DESCRIPTION: portfolio manager, CFP professional, owner, investment strategist

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-29
• S63 Uniform Securities Agent State Law Examination
  1986-01-10

Designations

Other Names

• Bill Milby